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The Value of a CFA Charter: Ethics

Aleph

I am grateful that I earned my CFA credential in 1996, which enabled me to transition from being a life actuary, to being an investment actuary, to being a a financial analyst with actuarial skills. The title of the talk was “The Value of Ethics –The Value of a CFA Charter.” That’s why they were so easy for me.

Ethics 52
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Get an in-force illustration whenever you buy a Universal Life insurance policy!

Sara Grillo

The regulators don’t force insurance companies to provide in-force illustrations to their Universal Life policy holders and it allows them to deceive consumers who aren’t prepared to do the math required to know the truth. What’s wrong with relying on investment hypotheticals in a Universal Life insurance policy illustration?

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Transcript: Matt Levine

The Big Picture

So like a component of it was like the standard derivatives math, right? And so like, you know, I got there and I learned derivatives math, right? It was derivatives math, it was like working with the traders on like risk management. You were saying that you had a code of ethics, but then your CEO was sexually harassing people.

Retail 130
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25 Side Hustles For Women That Make Real Money

Clever Girl Finance

Then, consider how much money, time, and effort you can afford to invest. All you need are a few tools, a good work ethic, and an entrepreneurial spirit. You can provide bookkeeping services online or offline, and it can be the best side hustle for women who are great at math and business. The possibilities are endless!

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Global Leaders Investment Letter: June 2022

Brown Advisory

Global Leaders Investment Letter: June 2022 mhannan Thu, 06/16/2022 - 11:30 Just want the PDF? Fortunately, we do 10-year forecasts for each investment and we can use our base case ranges to estimate probable future annual cash flows. Maths has a long half-life and a DCF correctly done accounts for inflation. Aren’t they?

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How to CRACK the secret costs in an insurance illustration

Sara Grillo

Quick math: If you have $1.828 million in the bank. And , you have to do the math by hand. Now, quick math, if you have 128 million in the bank in your Christmas or Hannukah Club, and the bank is going to credit you 5% on your money 0:18:18.4 So ethically, I think it applies everywhere. Here’s another example.

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Transcript: Luis Berruga, Global X ETFs

The Big Picture

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast I have an extra special guest, Luis Berruga has a fascinating career as both a tech wizard and investment banker before becoming CEO of Global X ETFs. I remember telling myself, why would anyone invest in mutual funds when you can buy an ETF instead?

Clients 148